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turmoil

Markets Old Articles Single Stocks Trade Ideas

The (un)stardardised banking sector

When we analysed luxury stocks, we stressed that the industry has faced a downturn, probably due to a kind of sector rotation. The same phenomenon has affected European banks and utilities in the opposite way. In this article, we focus on banks, proposing some ideas on how to trade them. Read more…

By BSIC, 11 years9 March 2014 ago
Equity Indices Markets Old Articles Trade Ideas

Is Mexico the EM ‘winner’ for 2013?

The Emerging Markets boom has been driven mostly by easy money and commodity exports. As the Federal Reserve continues to retreat its massive bond-buying programme, and China shows signs of a slowdown, Emerging Markets are taking a hit. We’ve seen their currencies depreciate dramatically and their stock markets plunge. The Read more…

By BSIC, 11 years1 March 2014 ago

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